LGT Financial Advisors’s Chevron CVX Stock Holding History

LGT Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$851K	Buy	5,132 +9	+0.2%	+$1.68K	4.5%	5
2026 Q1	$1.06M	Sell	5,123 -1,024	-17%	-$187K	5.43%	6
2025 Q4	$937K	Sell	6,147 -398	-6%	-$60.6K	5.74%	5
2025 Q3	$1.02M	Hold	6,545	–	–	2.19%	12
2025 Q2	$937K	Buy	6,545 +550	+9%	+$77.5K	2.38%	12
2025 Q1	$1M	Sell	5,995 -1,939	-24%	-$304K	3.06%	7
2024 Q4	$1.15M	Buy	7,934 +1,983	+33%	+$304K	2.54%	5
2024 Q3	$876K	Sell	5,951 -191	-3%	-$28.4K	2.16%	8
2024 Q2	$961K	Sell	6,142 -6,693	-52%	-$1.07M	2.03%	7
2024 Q1	$2.02M	Buy	12,835 +39	+0.3%	+$5.88K	2.35%	6
2023 Q4	$1.91M	Sell	12,796 -441	-3%	-$66.7K	2.33%	8
2023 Q3	$2.23M	Sell	13,237 -6,664	-33%	-$1.08M	2.84%	4
2023 Q2	$3.13M	Buy	19,901 +4,219	+27%	+$676K	3.33%	4
2023 Q1	$2.56M	Buy	15,682 +2,511	+19%	+$421K	4.76%	4
2022 Q4	$2.36M	Buy	+13,171	New	+$2.3M	2.78%	10

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LGT Financial Advisors's CVX Position: Q2 2026 in Review

LGT Financial Advisors increased its Chevron (CVX) stake by 0.18% in Q2 2026, buying an estimated $1.68K and bringing the position to 5,132 shares worth $851K. The position accounts for 4.5% of the portfolio, ranked #5.

LGT Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13M in Q2 2023. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

LGT Financial Advisors held 5,132 shares of Chevron worth $851K as of Q2 2026.
LGT Financial Advisors bought 9 Chevron shares in Q2 2026, an estimated $1.68K.
Chevron made up 4.5% of LGT Financial Advisors's portfolio in Q2 2026, its #5 holding.
LGT Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Chevron position peaked at $3.13M in Q2 2023.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.